Over the past few quarters, a significant number of Managed Service Provider (MSP) partners have been opting to switch their Remote Monitoring and Management (RMM) tools. However, this decision should not be taken lightly, as it involves numerous factors to ensure a smooth transition. To simplify this process, ProVal Technologies has compiled a detailed list of considerations to keep in mind when migrating to ConnectWise RMM.
Core Pillars of RMM
- Patching
- Review patch install and reboot policies for consistency.
- Ensure compatibility and migration of Windows 10 build upgrades.
- Verify Third-Party Patching configurations for migration.
- Reporting/Auditing
- Evaluate current scheduled reports and replicate in ConnectWise RMM.
- Align report schedules to minimize interruptions for partners.
- Audit tools used for software lists, hardware details, and patching metrics.
- Monitoring
- Ensure critical monitoring functions, such as offline server notifications, are transferred.
- Bridge gaps between monitoring scenarios in the old and new RMM systems.
- Automation
- Audit existing scripts for migration to ConnectWise RMM.
- Enhance automation in the new system based on previous configurations.
- Migrate automation settings for machine groups and organizational methods.
- System Configuration
- Configure branding, templates, policies, and onboarding/offboarding processes.
- Automate application of monitoring, alerting, and scripting configurations.
- Remote Access
- Review and deploy remote access configurations.
- Ensure secure end-user remote access to machines.
- Implement security policies for connection timeouts and screen lockouts.
Other Considerations
- Agent Migration
- Plan how to migrate agents for a seamless transition.
- Consider deploying new agents using the current RMM system.
- User Permissions
- Understand and map user permissions in ConnectWise RMM.
- Follow the Principle of Least Privilege for secure access.
- Integrations
- Verify existing integrations and assess compatibility with ConnectWise RMM.
- Plan for handling integrations not supported in the new system.
- PSA Sync
- Check compatibility for syncing with your PSA system.
- Training
- Develop a training program for staff transitioning to ConnectWise RMM.
- Maintenance
- Assign responsibility for regular RMM maintenance tasks.
- Other MSP Considerations
- Transition processes critical to other teams, such as sales and finance.
- Ensure the new RMM meets security policies and insurance requirements.
Conclusion
Making the switch to ConnectWise RMM requires careful planning and execution across various core pillars of RMM functionality. By following this comprehensive guide, MSP partners can navigate the migration process efficiently, ensuring minimal disruption to operations and maximizing the benefits of the new system. If you are considering or have recently undergone an RMM transition, we hope this guide proves valuable in your journey.
